We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives. We actively encourage the do-it-yourself people of financial planning to subscribe to our newsletter and provide themselves with comprehensive wealth management. For people who don’t want to do it alone, we encourage you to see if we are a good fit for you and get started as a client.
How to Be a Good Executor
on April 10, 2015
with No Comments
You’ve been named the executor of a relative’s will – now what?
Investors Greatly Undervalue Safeguarding Their Money
on April 9, 2015
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Ten principles of safeguarding your money applied to the latest investment scandal.
Nobel Prize Worthy Advice On Investing
on April 8, 2015
with No Comments
Here’s how a good advisor should respond when you call about losses in your account.
Is Lawsuit Funding A Good Investment?
on April 7, 2015
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“Lawsuit lenders do not advertise prices; they advertise convenience.”
Schwab Intelligent Portfolios: Services Not Provided
on April 5, 2015
with No Comments
A computer algorithm cannot help you with these things.
How Do I Structure My Accounts for Automatic Savings?
on April 3, 2015
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Often the needs and wants of the present take our attention at the expense of the future. You want a system that will prioritize saving without needing your constant attention.
Investment Strategies That Do Not Make Our Cut: Low Volatility
on April 1, 2015
with No Comments
There are three rules that we follow when looking for an investment strategy and the low volatility strategy fails two.
Tax by Fiat: Legacy of Alexander Hamilton
on March 31, 2015
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Hamilton, like our current president, sees people as temporary holders of wealth until such time as the government decides to expand.
Schwab Intelligent Portfolios: Incomplete Rebalancing Algorithm
on March 29, 2015
with No Comments
See our review of the two pros and nine cons of how Schwab monitors and rebalances portfolios.
Radio: Twelve Tax Planning Agenda Items To Do Before April 15
on March 27, 2015
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It is better to do tax planning all throughout the year, but here are 12 things to do (or plan to do in the coming year) before April 15.
Investing Lessons from the Birth and Death of the Virginia Company
on March 25, 2015
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Investing in America began with the bankruptcy of the hottest stock in England.
Tax by Fiat: Legacy of James Wilson
on March 24, 2015
with No Comments
The arguments for greater government power have always been the same.
Schwab Intelligent Portfolios: Built on a Faulty Premise
on March 22, 2015
with No Comments
It is a great marketing campaign, and the service is a wonderful idea, but the asset allocations of SIPs aren’t actually that intelligent.
Preparing Your “Digital Estate” – Hardware and Digital Property
on March 20, 2015
with No Comments
You probably have dozens of online accounts and possibly hundreds of dollars of digital property. What happens to it when you die?
Vanguard Sends A Letter To Directors, Will A Stick Follow?
on March 18, 2015
with No Comments
A board of directors is supposed to be accountable to the shareholders but sometimes they need a reminder.